Creating tasks from emails

On the Tasks tab of the iManage Tracker panel in Microsoft Outlook, create tasks for yourself that simply by dragging a required email to a matter.

Figure: Drag email to create task

images/download/attachments/157580185/DragEmail_TaskCreate.png

The email is filed to the default email filing folder (for matters). If a default email folder isn't present for a matter, you're prompted to create it and then try dragging the email again.

A task is created automatically with the email attached to it and assigned to you by default. Select the task to open a pane where you can add the due date, notes, and other details, and change the assignee if required. Select Back in the upper-left corner to return to the previous screen.